Apollon Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Apollon Wealth Management’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$76M	Buy	807,838 +98,739	+14%	+$9.18M	0.87%	21
2026 Q2	$68.4M	Buy	709,099 +196,173	+38%	+$18.1M	0.83%	22
2026 Q1	$41.3M	Buy	512,926 +15,457	+3%	+$1.28M	0.67%	31
2025 Q4	$38.3M	Sell	497,469 -1,630	-0.3%	-$125K	0.66%	31
2025 Q3	$37.5M	Buy	499,099 +10,303	+2%	+$736K	0.67%	29
2025 Q2	$33.5M	Sell	488,796 -30,428	-6%	-$1.92M	0.66%	29
2025 Q1	$31.2M	Buy	519,224 +147,579	+40%	+$8.87M	0.69%	29
2024 Q4	$21.8M	Buy	371,645 +15,112	+4%	+$941K	0.5%	41
2024 Q3	$23M	Buy	356,533 +12,180	+4%	+$746K	0.65%	32
2024 Q2	$21M	Buy	344,353 +22,046	+7%	+$1.32M	0.64%	32
2024 Q1	$18.7M	Buy	322,307 +84,244	+35%	+$4.74M	0.59%	36
2023 Q4	$13.4M	Buy	+238,063	New	+$12.8M	0.46%	44
2023 Q2	–	Sell	-7,089	Closed	-$375K	–	943
2023 Q1	$375K	Sell	7,089 -1,225	-15%	-$65.1K	0.02%	612
2022 Q4	$419K	Buy	+8,314	New	+$407K	0.03%	567

Other funds holding AVEM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Apollon Wealth Management's AVEM Position: Q3 2026 in Review

Apollon Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 14% in Q3 2026, buying an estimated $9.18M and bringing the position to 807,838 shares worth $76M. The position accounts for 0.87% of the portfolio, ranked #21.

Apollon Wealth Management first reported a position in AVEM in Q4 2022 and has held it in 14 quarters since. 449 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Apollon Wealth Management held 807,838 shares of Avantis Emerging Markets Equity ETF worth $76M as of Q3 2026.
Apollon Wealth Management bought 98,739 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $9.18M.
Avantis Emerging Markets Equity ETF made up 0.87% of Apollon Wealth Management's portfolio in Q3 2026, its #21 holding.
Apollon Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
449 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.